Wall Street RegretsThe regret calculator.

What if you'd held SCHX?

A $1,000 investment in Schwab U.S. Large-Cap ETF (SCHX) at the month-end close of 2009-11 would be worth $9,370 at the close of 2026-09 — +837.0% total return, dividends reinvested. The same $1,000 in the S&P 500, dividends reinvested, would be worth $9,596.

$1,000 since 2009$9,370Total return+837.0%Multiple9.4×CAGR+14.2%

Your scenario

Dates resolve to the nearest month-end close.
Leave empty for "held until today".
Invested at each month-end. Starts on the buy date.

Result

Worth$9,370Gain+$8,370 (+837.0%)Multiple9.4×CAGR+14.2%

    If you'd bought $1,000 at the start of each year

    Value of $1,000 invested on January 1 of each year, held to 2026-09, dividends included.

    2009$9,3702010$9,1722011$7,9272012$7,8052013$6,7172014$5,0772015$4,4782016$4,4322017$3,9792018$3,2652019$3,4192020$2,6062021$2,1582022$1,7012023$2,1112024$1,6642025$1,3322026$1,135

    Every year, $1,000 from 2009

    YearValue of $1,000Year return
    2009$1,000
    2010$1,157+15.7%
    2011$1,175+1.6%
    2012$1,366+16.2%
    2013$1,807+32.3%
    2014$2,048+13.4%
    2015$2,069+1.0%
    2016$2,305+11.4%
    2017$2,810+21.9%
    2018$2,683-4.5%
    2019$3,520+31.2%
    2020$4,251+20.8%
    2021$5,393+26.9%
    2022$4,344-19.4%
    2023$5,514+26.9%
    2024$6,885+24.9%
    2025$8,085+17.4%
    2026$9,172+13.5%

    Best and worst month-end to buy

    The best single month-end close to have bought SCHX was 2010-06 ($3.10): $1,000 then is $9,794 today. The worst was 2026-09 ($30.36): $1,000 then is $1,000.

    FAQ

    What would $1,000 in SCHX be worth today?

    A $1,000 investment in Schwab U.S. Large-Cap ETF (SCHX) at the start of 2009 would be worth about $9,370 today, a total return of +837.0%. Dividends are reinvested in these figures.

    What were the best and worst years for SCHX?

    Schwab U.S. Large-Cap ETF (SCHX)'s strongest calendar year since 2009 was 2013, a +32.3% return — $1,000 held through that year became about $1,323 by year-end. Its weakest year was 2022, at -19.4%.

    Does the calculator include dividends and splits?

    Yes where available. Prices are adjusted for both stock splits and reinvested dividends (total return), the same measure brokerages use.

    How much would $100 per month in SCHX have grown?

    Investing $100 at the end of every month since 2009-11 would have grown to about $79,215 on $20,300 invested.

    Did SCHX beat the S&P 500?

    Over the same period, $1,000 in the S&P 500 with dividends reinvested (the S&P 500 Total Return index) would be worth $9,596. SCHX trailed the S&P 500 by +2.4% in total return.

    Is this investment advice?

    No. Wall Street Regrets is an entertainment and education tool. Every number is a historical calculation, not a prediction, and past performance never guarantees future results.

    Methodology

    Schwab U.S. Large-Cap ETF (SCHX) historical total-return data from 2009-11 to 2026-09, reduced to month-end closes for the tables above.

    Returns use adjusted close prices — adjusted for stock splits and reinvested dividends, the same convention used by major brokerages. End-of-day and live prices come from EODHD; parts of the deep historical series are carried over from Yahoo Finance data. A "year" scenario invests $1,000 at the prior December's month-end close and values it at the latest available month-end close. Non-USD amounts are converted at historical month-end exchange rates (EODHD): to USD on the buy date and back to your currency at the latest rate, so the return reflects the currency move as well as the asset.

    Month-end resolution means intra-month extremes are not captured in tables; the calculator uses exact trading-day closes where daily data is available. Figures ignore taxes, fees, and the currency effects of non-USD listings. History is not a forecast. Wall Street Regrets is entertainment, not investment advice.

    Full methodology →

    What if you'd held…

    Data: adjusted close prices via EODHD and Yahoo Finance. As of 2026-09-04. Not financial advice.